See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,338 | $62,573-80.3% | $85,682-85.6% | $85,850-85.6% |
| Participation rate | 21.2% | 61.1%-39.9pp | 69.9%-48.6pp | 69.3%-48.1pp |
| Annual return | 14.61% | 23.77%-9.2pp | 21.49%-6.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $552 | $1,757-68.6% | $2,618-78.9% | $2,565-78.5% |
| Participant deferral / active EE | $867 | $2,802-69.1% | $3,923-77.9% | $3,952-78.1% |
| Admin fee / account holder | $1,160 | $4,640-75.0% | $6,873-83.1% | $6,260-81.5% |